Current jobs related to Pension Transfer Specialist - Dudley, Dudley - Independent Resourcing Consultancy Ltd

  • Pension Transfer Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Join Our Team as a ParaplannerWe are seeking a skilled Paraplanner to join our team at Independent Resourcing Consultancy Ltd. As a Paraplanner, you will play a crucial role in supporting our financial advisory professionals in delivering exceptional client service.Key Responsibilities:Writing suitability reports using established templatesRunning and...

  • Financial Planning Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Unlock Your Career Potential with Click and Connect Online LimitedJoin our dynamic team at Click and Connect Online Limited, a forward-thinking financial advisory consultancy dedicated to safeguarding clients' financial futures. With a fresh approach and a dynamic energy, we're setting ourselves apart in the offshore marketplace.We're seeking experienced...

  • Financial Planning Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Unlock Your Career Potential with Click and Connect Online LimitedJoin our dynamic team at Click and Connect Online Limited, a forward-thinking financial advisory consultancy dedicated to safeguarding clients' financial futures. With a fresh approach and a dynamic energy, we're setting ourselves apart in the offshore marketplace.We're seeking experienced...

  • Financial Advisory Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Role OverviewIndependent Resourcing Consultancy Ltd is seeking a skilled Financial Advisory Specialist to join their team. The ideal candidate will have experience in writing suitability reports, running and checking Transfer Value Comparators, and completing cashflow modelling.Key ResponsibilitiesWriting suitability reports using templatesRunning and...

  • Senior Management Accountant

    2 weeks ago

    Dudley, Dudley, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Type:PermanentSalary:£45,000-£50,000 per annum (plus study support)Location:DudleyHours:Mon-Thurs (9-5) and Fri (9-4.30)Your new companyHays Specialist Recruitment Limited are currently supporting an excellent manufacturing group in the West Midlands with the recruitment of a Senior Management Accountant on a permanent basis. Over the last few years,...

  • Healthcare Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    Job Title: Healthcare SpecialistJob Summary: We are seeking a skilled Healthcare Specialist to join our team at Reactive Recruitment. As a Healthcare Specialist, you will be responsible for conducting daily assessments, maintaining detailed records, and upholding professionalism with all claimants.Key Responsibilities:Conduct 3 daily assessmentsMaintain...

  • Payroll Senior Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Thomas Jean Associates Ltd Full time

    We are seeking a highly skilled Senior Payroll Specialist to join our team at Thomas Jean Associates Ltd.The successful candidate will be responsible for managing all aspects of payroll and pension processing, including the setup of new PAYE and pension schemes, uploading of pension contributions to various pension providers, and salary payment...

  • PIP Assessment Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    Job Title: PIP Assessment SpecialistReactive Recruitment is seeking a skilled PIP Assessment Specialist to join our team. As a PIP Assessment Specialist, you will be responsible for conducting daily assessments, maintaining detailed records, and upholding professionalism with all claimants.Key Responsibilities:Conduct 3 daily assessments to evaluate...

  • PIP Assessment Specialist

    4 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    PIP Assessment SpecialistReactive Recruitment is seeking a skilled PIP Assessment Specialist to join our team. As a PIP Assessment Specialist, you will be responsible for conducting daily assessments, maintaining detailed records, and writing comprehensive reports.Key Responsibilities:Conduct 3 daily assessments to evaluate claimants' needs and...

  • PIP Assessment Specialist

    4 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    PIP Assessment SpecialistReactive Recruitment is seeking a skilled PIP Assessment Specialist to join our team. As a PIP Assessment Specialist, you will be responsible for conducting daily assessments, maintaining detailed records, and writing comprehensive reports.Key Responsibilities:Conduct 3 daily assessments to evaluate claimants' needs and...

  • Healthcare Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    Job Title: Healthcare SpecialistAbout the Role:Reactive Recruitment is seeking a skilled Healthcare Specialist to join our team. As a key member of our team, you will be responsible for conducting daily assessments, maintaining detailed records, and writing comprehensive reports. Key Responsibilities:Conduct 3 daily assessments to ensure the highest level of...

  • Payroll Senior Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Thomas Jean Associates Ltd Full time

    We are seeking a highly skilled Senior Payroll Specialist to join our team at Thomas Jean Associates Ltd.The successful candidate will be responsible for managing all aspects of payroll and pension processing, including the running of end to end weekly, fortnightly, four-weekly, monthly and annual payrolls.Key responsibilities will include:Managing payroll...

  • Payroll Senior Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Thomas Jean Associates Ltd Full time

    We are seeking a highly skilled Senior Payroll Specialist to join our team at Thomas Jean Associates Ltd.The successful candidate will be responsible for managing all aspects of payroll and pension processing, including the running of end to end weekly, fortnightly, four-weekly, monthly and annual payrolls.Key responsibilities will include:Managing payroll...

  • Equipment Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom beBee Professionals Full time £30,000 - £45,000

    beBee Professionals is looking for a highly skilled Equipment Specialist to join our team. The ideal candidate will have a strong background in mechanical or electrical engineering and experience in maintenance engineering, preferably in a manufacturing environment.Key Responsibilities:Perform routine and preventive maintenance on manufacturing...

  • PIP Assessment Specialist

    4 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    Job Title: PIP Assessment SpecialistReactive Recruitment is seeking a skilled PIP Assessment Specialist to join our team. As a PIP Assessment Specialist, you will be responsible for conducting daily assessments, maintaining detailed records, and writing comprehensive reports.Key Responsibilities:Conduct 3 daily assessments to evaluate claimants' needs and...

  • PIP Assessment Specialist

    4 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    Job Title: PIP Assessment SpecialistReactive Recruitment is seeking a skilled PIP Assessment Specialist to join our team. As a PIP Assessment Specialist, you will be responsible for conducting daily assessments, maintaining detailed records, and writing comprehensive reports.Key Responsibilities:Conduct 3 daily assessments to evaluate claimants' needs and...

  • PIP Assessment Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    PIP Assessment Specialist OpportunityWe are seeking a skilled PIP Assessment Specialist to join our team at Reactive Recruitment. As a key member of our team, you will be responsible for conducting daily assessments, maintaining detailed records, and producing comprehensive reports.Key Responsibilities:Conduct 3 daily assessments to ensure accurate and...

  • PIP Assessment Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Reactive Recruitment Full time

    PIP Assessment Specialist OpportunityWe are seeking a skilled PIP Assessment Specialist to join our team at Reactive Recruitment. As a key member of our team, you will be responsible for conducting daily assessments, maintaining detailed records, and producing comprehensive reports.Key Responsibilities:Conduct 3 daily assessments to ensure accurate and...

  • Mechanical Maintenance Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom https:www.energyjobline.comsitemap Full time

    Job Title: Mechanical Maintenance SpecialistSalary: £35,000 to £40,000 DOEBenefits: Overtime Opportunities, Bonus, Holidays, Bank Holidays, Pension, Training & Development Opportunities, Company EventsLocation: DudleyWe are seeking a skilled Mechanical Maintenance Specialist to join our team at a well-established manufacturer. The successful candidate will...

  • Cash Allocation Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Rentokil Initial Full time

    Rentokil InitialCash Allocation SpecialistKey ResponsibilitiesTo ensure received cash is applied to account accurately and efficiently in a timely mannerTo maintain the integrity of the sales ledger and ensure cash is applied in line with customer remittances and expectationsRequirementsTo be considered for the Cash Allocation Specialist position you will...

Pension Transfer Specialist

2 months ago

Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

About Us

Our company, Independent Resourcing Consultancy Ltd, is a leading provider of financial advisory services. We are committed to delivering exceptional results for our clients and are seeking a skilled Defined Benefit Transfer Paraplanner to join our team.

Job Summary

We are looking for an experienced Paraplanner or Pension Transfer Specialist to work with our clients on defined benefit pension transfers. The ideal candidate will have a proven track record in writing suitability reports, running and checking Transfer Value Comparators (TVC), and completing cashflow modelling.

Key Responsibilities

  • Writing suitability reports using templates
  • Running and checking Transfer Value Comparators (TVC)
  • Completing cashflow modelling
  • Communicating with financial advisors, pension schemes, and clients to obtain missing information

Requirements

  • Experience as a Paraplanner or Pension Transfer Specialist with recent defined benefit pension experience
  • Proven track record in writing suitability reports, TVC experience, and excellent attention to detail
  • Experience in cashflow modelling
  • Minimum of Level 4 Diploma in Financial Planning or equivalent

What We Offer

We offer an attractive remuneration package and the opportunity to work with a dynamic and growing company. If you are a motivated and experienced professional looking to take the next step in your career, we encourage you to apply.